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April 10, 2024

If inflation continues to accelerate, the probability of rate cuts declines.

The Consumer Price Index increased by 0.4% m/m in March, accelerating to 3.5% y/y from 3.2% in the prior month. We have highlighted in the past how slowly the Shelter component was decelerating and what that would mean in terms of holding the headline CPI number higher. In the latest update, Shelter increased by 0.4%...
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